How to create a conditional mail merge letter in Mail

This solution shows how to use the Mail Merge Wizard in Mail to create a conditional merge letter. This is helpful if not every donor is getting the same letter. Perhaps those who have a certain constituency code are getting one letter and those who have another constituency code are getting a second letter. The condition would be based on constituency code.How to create a conditional mail merge for Donor Acknowledgement Letters.How to create a conditional mail merge in Mail.

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Note on Microsoft Word: Microsoft Word requires the entire document to have the same margin size, header, breaks, and footers throughout, so we take the margin size, header, and footer for the first conditional document and apply it to the entire master document. As a result, all documents within a conditional merge template will have the same margin size, page breaks and header/footer content as the first conditional document.

If different page setups are needed for every letter, create constituent or gift queries based on the condition and use a simple mail merge for each query rather than using the conditional mail merge. The margins save when creating a simple mail merge through the Mail Merge Wizard.

If different page setups are not needed, make changes to the page setup in the first document. This includes margin size, page breaks, header and footer content, as needed.